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BALCX vs CBALX
BALCX vs CBALX Comparison
Open Charts BALCX vs CBALX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Columbia Balanced Inst
Price$52.41
Change-$0.48 (-0.91%)
VolumeN/A
Net Assets9.61B
BALCX vs CBALX Comparison Chart
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BALCX vs. CBALX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and CBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. CBALX (9.61B). CBALX pays higher dividends than BALCX: CBALX (2.02) vs BALCX (1.24). BALCX was incepted earlier than CBALX: BALCX (24 years) vs CBALX (34 years). BALCX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 4.49 vs. CBALX (1.64). BALCX return over 5 years is better than : 34.15 vs. CBALX (30.08).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 4.121 | 2.770 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.61B | 2,540% |
| Annual Yield % from dividends | 1.24 | 2.02 | 62% |
| Returns for 1 year | 4.49 | 1.64 | 273% |
| Returns for 3 years | 30.13 | 31.43 | 96% |
| Returns for 5 years | 34.15 | 30.08 | 114% |
| Returns for 10 years | 51.38 | 55.70 | 92% |
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